Allied Finergy Fund

Get long term capital gain on your investment by investing your funds in multiple portfolios
Conventional Asset Allocation Funds


  • Scheme Details

    This funds offers capital appreciation for long term through investing in multiple portfolios and primarily in energy and financial sector.

  • Features

    - Suitable option for long term investment

    - Start your investment with Just Rs. 1,000

    - Enjoy tax benefits on return

    - No minimum time period fixed for investment

    - Withdraw your investment without any penalty

    - Managed by an experienced fund management Company in Pakistan

  • Why invest in this fund?

    This fund offers high return on you investemtn through investing your capitalin namely Energy and Financial sector. Both sectors gets positive impact on rising of oil prices and depreciation of PKR.

  • Eligibility

    Online account opening

    - Age Limit: Above 18 years 

    - Information required: CNIC, Bank Account Number, Mobile phone and email address

Fund Highlights

Fund Size Fund Size:Rs. 592 Million Age Age: 3 years 5 m
Since 23 Nov 2018
Front Load Front Load:3% Exit Load Exit Load:Nil
Benchmark Management Fee: 2% Min. Investment Min. Investment:

Rs. 1000

Invest Now

Fund's Risk Profile

Investors understand that their principal will be
at High risk


Fund Details

  • Fund Type

    Open-End Asset Allocation Scheme

  • Fund Size

    592 Million

  • Fund Rating

    -

  • AMC Rating

    AM2++

  • Launch Date

    23 November 2018

  • Front End Load

    3%

  • Exit Load

    Nil

  • Management / Admin Fee

    2%

  • Redemption / Withdraw Charges

    -

  • Tax Benefits

    Yes

Fund Performance

Validity Date 19 May 2022

  • Daily Nav

    9.1372

  • 1 month Nav

    (5.31)

  • 15 Days Nav

    (0.28)

  • Month To Date

    (3.90)

  • 3 Month

    (8.90)

  • 6 Month

    (8.44)

  • 1 Year

    (5.92)

  • Year To Date

    (8.20)

  • 3 Year

    -

  • 5 Year

    -


Asset & Portfolio Allocation


Asset Allocation
Asset Allocation

Stock / Equity

Bank Balances

Others

Company Holdings
Company Holdings

Mari Petroleum Company Ltd

Oil and Gas Development Co. Ltd.

Hub Power Company Ltd

Pak Petroleum Ltd.

United Bank Limited

Habib Bank Limited

SECTOR HOLDINGS
SECTOR HOLDINGS

Oil & Gas Exploration

Commercial Banks

Other

Power Generation & Distribution

Oil & Gas Marketing

Insurance



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